Skip to content

Integration · CRM & sales

Connect Claude & ChatGPT to SalesScreen

Tell your AI what your team sold or booked, and it records the activity in SalesScreen. It looks up your activity types first, then records activities per user with quantity, value and a note, which updates leaderboards and competitions. It can also add new users.

Connect SalesScreen free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Which activity types do we have in SalesScreen?”

    The AI lists your activity types with their keys and names, for example meetings or sales.

  • “Record a sale of 25,000 DKK for [email protected].”

    It records a sales activity for that user with the value. Leaderboards and competitions update.

  • “Register three booked meetings for [email protected] today.”

    It records the meeting activity for Jonas with quantity 3.

What your AI can do

Record activity

Record one or many sales activities, each with activity, user, quantity, value and text.

Activity types

List the activity types set up in SalesScreen, with keys and names, so the AI uses the right one.

Users

Add users with first and last name, email, user ID, team and an image URL.

  • “Record these five deals from today's calls.”

    It records all five in one go, each with activity, user, value and text.

  • “Record a sale for [email protected] with the note 'first order from Acme'.”

    It records the activity with that text attached.

  • “Add our new rep Emma Holt, [email protected], to the Nordic team.”

    It adds the user with name, email, team and the user ID you give it.

3 tools for SalesScreen

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_userChanges dataAdd a user to SalesScreen with first and last name, email, user ID and optional team and image URL.
  • list_activity_typesList the activity types set up in SalesScreen (for example meetings or sales), with their keys and names. Use before recording activity.
  • record_sales_activityChanges dataRecord sales activities in `items`: each with an activity (key or name), the user (id or email), and optional quantity, value and text. Updates leaderboards and competitions.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose SalesScreen from the app list.

  2. 2

    Paste your key

    Paste a SalesScreen API key. In SalesScreen go to Settings > Api Keys and click Add API key, then copy the generated key and paste it into PipMCP.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in SalesScreen?

The AI can list your activity types, record sales activities for users with quantity, value and text, and add new users. With these tools it does not read leaderboards or change activities that are already recorded.

Does the AI see my SalesScreen credentials?

No. Your SalesScreen API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, for example only listing activity types and recording activity. Recording activity updates leaderboards and competitions, and adding a user creates a new person in SalesScreen, so both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own SalesScreen account.

Why does the AI list activity types first?

Every activity you record needs an activity type key or name that exists in SalesScreen. Listing them first lets the AI pick the right one, for example a meeting or a sale, instead of guessing.

Let your AI work in SalesScreen today.

Start free. Your key stays encrypted, and you decide what the AI may do.

Connect SalesScreen free

PipMCP is not affiliated with SalesScreen. Product names are trademarks of their owners.